Director, Marketing Operations

Website Apex Fintech Solutions

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and WeBull, and more than 20 million of our clients’ customers.

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Los Angeles, Portland, and Belfast.

If you are seeking a fast-paced and entrepreneurial environment where you’ll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.

AFS has received a number of prestigious industry awards, including:
2021, 2020, 2019, and 2018 Best Wealth Management Company – presented by Fintech Breakthrough Awards
2021 Most Innovative Companies – presented by Fast Company
2021 Best API & Best Trading Technology – presented by Global Fintech Awards

You know how every group of friends has that one person who serves as the glue that holds everyone together? Every marketing team needs glue, too. Reflective, analytical, strong, strategic Gorilla Glue. That is the marketing operations director. The marketing operations director is charged with monitoring, measuring, and analyzing the effectiveness of marketing initiatives as they relate to the overall company’s goals. The marketing operations director will work closely with the Sr. Director of Marketing to ensure efficacy and oversee process management. As the marketing operations director, you will work to create scalable processes that ensure marketing best practices in order to move the needle for all business units within the organization. You will be working in a fast-paced environment managing multiple projects at once.

Manage technical aspects of key marketing systems (marketing automation, CRM) used to generate, distribute, and report on leads and initiatives.
Act as the liaison between marketing and business operations departments such as legal, IT, sales, product, HR and FIA
Establish and maintain scalable processes that ensure best practices in campaign and lead management.
Create and maintain metrics reports on marketing and sales activities, effectiveness, and business impact.
Analyze marketing and sales data to develop insights and make recommendations on areas for optimization.
Monitor and maintain data quality within the marketing database.
Evaluate new technologies and add-on applications to improve and optimize marketing team performance.


BA/BS and/or 8+ years equivalent working experience.

Agency Experience Preferred

Strong analytical skills and experience with reporting and data analysis.

Proficiency in marketing automation systems

Ability to manage multiple projects at the same time in a fast-paced environment.

Technically capable, excellent communicator, and a desire to improve processes.

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